Agiled Lifetime Deal: Detailed Review

Managing your business shouldn’t feel like a juggling act. Agiled is here to help you streamline every aspect of your operations. Whether you need to handle leads, clients, projects, finances, or employees, Agiled does it all. Here’s everything you need to know about this all-in-one business management tool and its lifetime deal!

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TL;DR

Agiled lets you manage contracts, sales pipelines, proposals, contacts, projects, finances, and teams in one place. Create invoices, track expenses, and accept online payments from a single dashboard. Perfect for small businesses and integrates with various platforms like Asana, HubSpot, QuickBooks, and more.

At-a-glance

Best for

  • Small businesses

Alternatives

  • Dubsado
  • Honeybook

Integrations

  • Asana
  • HubSpot
  • Plutio
  • Quickbooks
  • SendFox

Features

  • GDPR-compliant
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Features and Benefits of Agiled

Agiled is a comprehensive business management platform designed to streamline and simplify various aspects of running a business. Below is a detailed look at its key features and benefits:

Client and Lead Management

Built-in CRM:

  • Feature: Agiled includes a built-in Customer Relationship Management (CRM) system.
  • Benefit: This allows you to manage all your client and lead information in one place, making it easier to track interactions and build stronger relationships.

Sales Pipelines:

  • Feature: Create multiple sales pipelines within the CRM.
  • Benefit: You can visualize and manage your sales process more effectively, ensuring no leads fall through the cracks and optimizing your sales strategy.

White-Labeled Client Portal:

  • Feature: Each client gets a personalized, white-labeled portal.
  • Benefit: Enhances professionalism and client satisfaction by providing a tailored experience for each client, improving communication and service delivery.

Project Management

Customizable Project Templates:

  • Feature: Start projects quickly with customizable templates.
  • Benefit: Saves time and ensures consistency across projects, helping you maintain high standards and meet deadlines more efficiently.

Task Management:

  • Feature: Manage tasks, dependencies, and milestones from one dashboard.
  • Benefit: Simplifies project tracking and collaboration, making it easier to stay on top of deliverables and ensure timely completion.

Progress Tracking and Time Logging:

  • Feature: Track project progress and log time spent on tasks.
  • Benefit: Provides clear visibility into project status and resource allocation, helping you manage timelines and budgets more effectively.

File Sharing:

  • Feature: Share files related to projects directly within the platform.
  • Benefit: Centralizes project documentation, making it easy for team members to access necessary files and collaborate seamlessly.

Financial Management

Invoicing and Billing:

  • Feature: Create and send professional invoices and estimates.
  • Benefit: Streamlines the billing process, helping you get paid faster and maintain a professional image.

Online Payments:

  • Feature: Accept online payments through integrations with Stripe, PayPal, and Mollie.
  • Benefit: Offers convenient payment options for clients, improving cash flow and reducing payment delays.

Expense Tracking:

  • Feature: Track and approve expenses logged by your team.
  • Benefit: Keeps your financial records organized and up-to-date, making it easier to manage budgets and prepare financial reports.

Financial Reporting:

  • Feature: Generate comprehensive financial reports.
  • Benefit: Provides valuable insights into your business’s financial health, aiding in strategic planning and decision-making.

Client Subscriptions:

  • Feature: Automate client billing with subscription management.
  • Benefit: Simplifies recurring billing and ensures consistent revenue streams, reducing administrative overhead.

Proposal and Contract Management

Proposal Creation:

  • Feature: Create detailed proposals directly within the platform.
  • Benefit: Streamlines the proposal process, making it easier to win new business and start projects quickly.

Contract Management:

  • Feature: Draft and manage contracts, organize them by category and add private notes.
  • Benefit: Simplifies contract management, ensuring all agreements are documented and easily accessible.

Online Signing:

  • Feature: Send contracts to customers via a link or PDF email attachment for online signing.
  • Benefit: Speeds up the contract signing process, reducing delays and improving client onboarding.

Human Resource Management (HRM)

Employee Portal:

  • Feature: Each employee gets a dedicated portal to log time, mark attendance, request leave, and more.
  • Benefit: Enhances employee engagement and simplifies HR management, improving overall productivity.

Attendance and Leave Tracking:

  • Feature: Track employee attendance, leave, time entries, and holidays.
  • Benefit: Provides accurate records for payroll and HR management, ensuring compliance and effective workforce planning.

Payroll Management:

  • Feature: Manage payroll within the platform, including integration with TransferWise for payments.
  • Benefit: Simplifies payroll processing, ensuring employees are paid accurately and on time.

Automation and Integrations

Workflow Automation:

  • Feature: Automate repetitive tasks and workflows.
  • Benefit: Increases efficiency by reducing manual work, allowing you to focus on more strategic activities.

Integrations:

  • Feature: Integrate with various tools like HubSpot, Asana, QuickBooks, SendFox, Zoom, and more.
  • Benefit: Enhances the functionality of Agiled by connecting it with other tools you already use, creating a seamless workflow.

Custom Fields and Webhooks:

  • Feature: Use custom fields for accounts and contacts, and set up custom webhooks and APIs.
  • Benefit: Allows for tailored data management and integration with other systems, providing flexibility to meet your specific business needs.

How Agiled Works?

Agiled consolidates all your business management tasks into a single platform. Here’s how it simplifies your operations:

  • Client and Lead Management: Use the built-in CRM to manage clients, leads, and sales pipelines. Import data from other CRMs and create multiple pipelines.
  • Project Management: Start projects with customizable templates. Manage tasks, track progress, share files, and log time from one dashboard.
  • Financial Management: Create and send invoices, track expenses, and automate billing with client subscriptions. Accept online payments easily.
  • HR Management: Oversee your team with attendance tracking, leave management, and payroll integration. Each employee gets a portal for logging time and requests.
  • Automation: Automate workflows and repetitive tasks to increase efficiency. Integrate with various tools and set up custom webhooks and APIs for seamless operations.
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Why Choose Agiled?

Agiled stands out for its comprehensive features, ease of use, and cost-effectiveness. Here’s why it’s a great choice for your business:

  • All-in-One Solution: Manage clients, leads, projects, finances, and employees from one platform.
  • Unlimited Functionality: Enjoy unlimited contacts, leads, and integrations.
  • Ease of Use: Set up and navigate the platform effortlessly with its intuitive interface.
  • Abundance of Features: Access a wide range of features and modules to streamline your operations.
  • Flexibility and Adaptability: Adapt and improve continuously with Agiled’s agile approach.
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Plans & Features

Agiled offers various plans under its lifetime deal on AppSumo. Here’s an overview of the plans and their features:

Deal Terms & Conditions

  • Lifetime Access: Get lifetime access to Agiled with all future Business Plan updates.
  • Redemption Period: Redeem your code(s) within 60 days of purchase.
  • Stack Codes: Stack unlimited codes to increase your feature limits.
  • GDPR Compliant: Agiled complies with GDPR regulations.
  • New Users: Available for new Agiled users and returning AppSumo purchasers.
  • Additional Features: Each additional code stacked beyond code 10 unlocks more storage, email connections, pipelines, and automation.
  • Optional Add-Ons: Purchase extra storage or additional teammates for a fee.
  • Money-Back Guarantee: Enjoy a 60-day money-back guarantee.
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Features Included in All Plans

  • Unlimited leads, clients, and integrations
  • Financial management (invoicing, billing, expense tracking, financial reporting)
  • Employee management (time tracking, task assignment, performance evaluation)
  • Task and project management
  • Time tracking tool
  • Proposal and contract management
  • CRM capabilities
  • File management
  • QuickBooks and Xero integrations
  • Workflow automation
  • Sales pipeline management
  • Client subscriptions
  • Email integration

Agiled Plans Overview

Agiled offers a variety of plans tailored to meet the needs of different businesses, from small startups to larger enterprises. Each plan is designed to provide a comprehensive set of tools to manage your business operations efficiently. Below is a detailed overview of the various Agiled plans, including the features and benefits of each tier.

License Tier 1: Single Plan

Price: $89 (One-time payment)

Features:

  • Unlimited Leads and Clients: Manage an unlimited number of leads and clients without any restrictions.
  • CRM: Full access to the built-in CRM to manage client and lead data efficiently.
  • Sales Pipelines: 2 sales pipelines to manage and visualize your sales processes.
  • Integrations: Seamless integration with various tools like HubSpot, Asana, QuickBooks, and more.
  • Finance Management: Create invoices, send estimates, track expenses, and accept online payments.
  • Project Management: Access to project management tools including customizable templates, task management, progress tracking, and file sharing.
  • HR Management: Basic HR management features include time tracking, leave management and attendance tracking.
  • Automation: 5 automation workflows to streamline repetitive tasks.
  • Email Integration: 1 email account connection to manage client communications.
  • Storage: 100 GB of storage for all your business files and documents.
  • White Labeling: Ability to customize the platform with your brand’s look and feel.
  • Contracts: Create and manage contracts with clients, and send them for online signatures.

Benefits:

  • Cost-effective solution for small businesses.
  • Comprehensive tools to manage clients, projects, and finances.
  • Streamlined business operations with automation and integrations.
  • Enhanced professionalism with white labelling and online contracts.

License Tier 1 is perfect for small businesses or solo entrepreneurs who need basic automation and team collaboration features. It includes enough storage and pipelines for efficient project management and client handling.

License Tier 2: Double Plan

Price: $178 (One-time payment)

Features:

  • All Features of License Tier 1: Includes all the features available in the Single Plan.
  • Increased Automation: 10 automation workflows to further streamline your business processes.
  • Additional Pipelines: 4 sales pipelines for more extensive sales process management.
  • Additional Email Accounts: 2 email account connections for managing more client communications.
  • Team Members: Support for up to 15 team members.
  • Increased Storage: 200 GB of storage for business files and documents.

Benefits:

  • Suitable for growing businesses needing more capacity and functionality.
  • Enhanced team collaboration with support for more team members.
  • Greater automation capabilities to reduce manual work.
  • More storage to accommodate business growth and data needs.

License Tier 2 suits growing businesses that require more automation, storage, and team collaboration capabilities. With double the automation and pipelines of Tier 1, it supports more complex workflows and larger teams.

License Tier 3: Multiple Plan

Price: $267 (One-time payment)

Features:

  • All Features of License Tier 2: Includes all the features available in the Double Plan.
  • Maximum Automation: 15 automation workflows for extensive business process automation.
  • Maximum Pipelines: 6 sales pipelines to manage complex sales processes.
  • Additional Email Accounts: 3 email account connections for robust client communication management.
  • Team Members: Support for up to 25 team members.
  • Maximum Storage: 300 GB of storage for extensive business data and documents.

Benefits:

  • Ideal for larger businesses or enterprises with extensive operational needs.
  • Advanced automation and integration capabilities for maximum efficiency.
  • Enhanced capacity for team management and collaboration.
  • Significant storage space to support large-scale business operations.

License Tier 3 is ideal for larger businesses or agencies that need extensive automation, multiple email connections, and substantial storage. It provides the highest level of functionality, supporting complex projects and large teams.

Conclusion

Agiled is a comprehensive business management tool that brings everything you need into one platform. From managing clients and leads to handling projects, finances, and employees, Agiled simplifies your operations. Its lifetime deal on AppSumo offers unbeatable value, allowing you to access powerful features without recurring costs.

Whether you’re a small business owner or part of a larger team, Agiled’s various license tiers provide the flexibility and scalability you need. With its extensive integrations, automation capabilities, and intuitive interface, Agiled is the all-in-one solution that can revolutionize your business management.

About Debajit Kundu

Debajit KunduHello, digital explorers!🚀 I'm Debajit, your guide through the digital marketing galaxy 🌌 and the AI wonderland 🤖. With over a decade of experience in digital marketing, I founded Business Module Hub, a space for professionals to connect and soar. Now, I'm steering the ship towards uncharted territories with License To Blog, aiming to demystify the AI universe for all.🎉 Connect with me on LinkedIn, Twitter, Facebook, Reddit